Level Financial @LevelFinancial
Fee-only, SEC Registered Investment Advisor. Our tweets are not meant as advice, consult your personal financial advisor. RTs are not endorsements. levelFA.com East Amherst, NY Joined October 2013-
Tweets4K
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Followers830
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Following1K
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Level's HR Manager Desiree Hall joined over 120 employers yesterday at the Fall 2025 Alfred State Campus Career Fair! A great event for students and businesses alike!
Level's Chief Operating Officer, Mike Heburn, tossed out the first pitch last week at the Bison's game against Scranton! The Level family was out in force to cheer on the team!
Tips for Sharing Documents Securely. hubs.la/Q03FGdYR0
Level’s Mike Angelucci, CFP® discusses the expected Fed rate cut this morning and it's potential impacts on markets and the economy (starts at the 1 minute mark): hubs.la/Q03JL6xH0
Are Public Wi-Fi Networks Safe? hubs.la/Q03FGd8c0
We were excited to participate in the @NiagaraUniv Meet the Accounting and Business Professionals Night on campus yesterday! Level's HR Manager Desiree Hall, along with Alyssa Bogardus, CFP® were on hand to talk about the industry and career opportunities.
Level's very own Evan Loomis, CFP® was recently elected to the national board of directors for @NAPFA (The National Association of Personal Financial Advisors). Read our press release here: bit.ly/46lXSej
Online Security Tips for Students hubs.la/Q03FGf490
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